For nearly two decades, Clay has helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, Clay has dedicated his career to delivering the personalized investment planning services his clients deserve.
Clay began his career as a Financial Advisor with IDS American Express in Waukesha in 1990, where he developed his fundamental investment knowledge. He joined A.G. Edward’s, a predecessor firm of Wells Fargo Advisors, in 1994 to provide personalized financial advice for individuals and families. In 2007, Clay earned the CFP® certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements.
Clay graduated from Carroll College with a Bachelor's Degree in Business in 1981. After completing his Bachelor's Degree, Clay worked as an Admission Counselor and Assistant Basketball Coach at Cardinal Stritch College. While there, Clay also completed work on a Master's Degree from the United States Sports Academy in Sports Administration and Coaching. Clay then accepted a position to start up the Men's Basketball Program at Virginia Intermont College. While at Virginia Intermont in addition to being the Head Men's Basketball Coach, he taught a couple of classes and was Director of Student Activities and Intramural's.
Clay and his wife, Karen, have two sons, Ryan a 6th grade teacher in Chandler, Arizona and Nate who is part of the Financial Planning team. Clay is actively involved as a WIAA basketball referee. He is also a member of the Burlington Park Board. Clay enjoys most sports, is a Milwaukee Bucks and Milwaukee Brewers season ticketholder and enjoys driving his 1965 Ford Mustang Convertible.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.